FREDERICK H BEDFORD JR AND MARGARET S BEDFORD CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK H BEDFORD JR AND MARGARET S BEDFORD CHARITABLE FOUNDATION (EIN 13-3544702)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202503079349101405
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T10:37:36-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133544702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREDERICK H BEDFORD JR & MARGARET S | BusinessNameLine1Txt |
| Business Name Line2 | BEDFORD CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 6105593300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 KESSLERSVILLE ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCESCA MURRAY GERHARDT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6105593300 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LACEY M QUATSOE | PreparerPersonNm |
| PTIN | P01300865 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,882,528 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,003,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $129,570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107,063 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $590,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $635,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$189,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,354,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,534,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $742,682 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,837 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,090 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $21,564 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,189,628 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,189,628 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,245,370 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,191,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $288,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $677,092 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8 | CashBOYAmt |
| Cash EOY | $8 | CashEOYAmt |
| Cash EOYFMV | $8 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $855,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $258,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $258,917 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,458,291 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,798,455 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,798,455 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,297,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,297,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,468,787 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,322,045 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,322,045 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $18,224,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,205,848 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,205,848 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,006,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,882,528 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,882,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,006,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,882,528 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,006,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,882,528 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,006,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,882,528 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,006,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $288,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,586,734 | OtherIncreasesAmt |
| Subtotal | $24,882,528 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,882,528 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,252,328 | $4,544,346 | -$292,018 | -$292,018 | |
| CAPITAL GAINS DIVIDENDS | $102,650 | $102,650 | $102,650 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$189,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,412 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,412 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,960 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $172 | EsPenaltyAmt |
| Overpayment | $9,376 | OverpaymentAmt |
| Applied To ES Tax | $9,376 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANCESCA MURRAY GERHARDT | IndividualWithBooksNm |
| Phone | 6105593300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 KESSLERSVILLE ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH M TRACHTENBERG | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JOHN F MALLOY | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| RICHARD A BUCHER | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ALIENOR D'ARENBERG | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DOROTHEE D'ARENBERG | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| FREDERICK HB MURRAY | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | TREASURER | 0.25 | $0 | $0 | $0 |
| PIERRE D'ARENBERG | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARK VAN DE VOORDE | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | SECRETARY | 0.25 | $0 | $0 | $0 |
| MUFFIE B MURRAY | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| LYDIA D'ARENBERG | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | CO-PRESIDENT | 0.25 | $0 | $0 | $0 |
| FRANCESCA MURRAY GERHARDT | ||||||||
| 4901 KESSLERSVILLE ROAD | EASTON | PA | 180440031 | CO-PRESIDENT | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,336,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $873,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,209,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,209,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $363,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,846,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,192,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,192,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,412 | TotalTaxAmt |
| Distributable Before Adj | $1,182,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,182,924 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,182,924 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,191,465 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,191,465 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,182,924 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $854,676 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,924 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $293,068 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,409,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,191,465 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,182,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,541 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,418,071 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $854,676 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $563,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,469 | ExcessFromYear4Amt |
| Excess From Year3 | $111,924 | ExcessFromYear3Amt |
| Excess From Year2 | $9,393 | ExcessFromYear2Amt |
| Excess From Year1 | $293,068 | ExcessFromYear1Amt |
| Excess From Current Year | $8,541 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 5280FIRE INC | ||||||
| 11856 WEST 32ND PLACE | WHEAT RIDGE | CO | 80033 | PC | CHARITABLE OPERATIONS | $5,000 |
| ALLENTOWN ART MUSEUM | ||||||
| 31 NORTH FIFTH STREET | ALLENTOWN | PA | 18101 | PC | CHARITABLE OPERATIONS | $10,000 |
| ALZHEIMER'S FOUNDATION OF AMERICA INC | ||||||
| 322 EIGHTH AVENUE 7TH FL | NEW YORK | NY | 10001 | PC | CHARITABLE OPERATIONS | $10,000 |
| AMERICAN FOUNDATION OF SAVOY ORDERS INCORPORATED | ||||||
| 100 PARK AVENUE C/O CARL J MORELLI | NEW YORK | NY | 10017 | PC | CHARITABLE OPERATIONS | $600 |
| AMERICAN FRIENDS OF THE CENTRE POMPIDOU INC | ||||||
| 31 WEST 34TH STREET 7010 | NEW YORK | NY | 10001 | PC | CHARITABLE OPERATIONS | $11,914 |
| AMERICAN FRIENDS OF THE MUSEE DORSAY | ||||||
| PO BOX 4233 | NEW YORK | NY | 10163 | PC | CHARITABLE OPERATIONS | $5,000 |
| AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 200065009 | PC | CHARITABLE OPERATIONS | $10,000 |
| ANNE K TAYLOR FUND | ||||||
| 2724 ARVIN ROAD | BILLINGS | MT | 59102 | PC | CHARITABLE OPERATIONS | $5,000 |
| ARTSQUEST | ||||||
| 25 WEST THIRD STREET 300 | BETHLEHEM | PA | 180151238 | PC | CHARITABLE OPERATIONS | $50,000 |
| AURORA FIRE DEPARTMENT EXPLORER POST 99 | ||||||
| 75 NORTH BROADWAY AVENUE | AURORA | IL | 60503 | PC | CHARITABLE OPERATIONS | $5,000 |
| BALTIMORE CITY FIRE FOUNDATION INC | ||||||
| 401 EAST FAYETTE STREET - MEZZANINE | BALTIMORE | MD | 21202 | PC | CHARITABLE OPERATIONS | $5,000 |
| BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY INC | ||||||
| 41 SOUTH CARLISLE STREET | ALLENTOWN | PA | 18109 | PC | CHARITABLE OPERATIONS | $5,000 |
| BRADBURY-SULLIVAN LGBT COMMUNITY CENTER | ||||||
| 522 WEST MAPLE STREET | ALLENTOWN | PA | 18101 | PC | CHARITABLE OPERATIONS | $5,000 |
| CAPITAL UNIVERSITY | ||||||
| 1 COLLEGE AND MAIN | COLUMBUS | OH | 43209 | PC | CHARITABLE OPERATIONS | $200 |
| CAREYES FOUNDATION | ||||||
| 2632 WILSHIRE BOULEVARD 277 | SANTA MONICA | CA | 90403 | PC | CHARITABLE OPERATIONS | $7,000 |
| CASITA MARIA INC | ||||||
| 928 SIMPSON STREET | BRONX | NY | 10459 | PC | CHARITABLE OPERATIONS | $1,000 |
| CHILDREN-AT-PROMISE EARLY LEARNING | ||||||
| 1001 EAST HIGHLAND STREET | ALLENTOWN | PA | 18109 | PC | CHARITABLE OPERATIONS | $5,000 |
| COMMUNITY BIKE WORKS | ||||||
| 235 NORTH MADISON STREET | ALLENTOWN | PA | 18102 | PC | CHARITABLE OPERATIONS | $5,000 |
| COMMUNITY FIRE COMPANY OF FORKS TOWNSHIP | ||||||
| 1606 SULLIVAN TRAIL | EASTON | PA | 18040 | PC | CHARITABLE OPERATIONS | $5,000 |
| EAST SULLIVAN COUNTY VOLUNTEER FIRE DEPT INC | ||||||
| 3287 WEAVER PIKE | BRISTOL | TN | 37620 | PC | CHARITABLE OPERATIONS | $5,000 |
| EQUI-LIBRIUM INC | ||||||
| 524 FEHR ROAD | NAZARETH | PA | 18064 | PC | CHARITABLE OPERATIONS | $5,000 |
| EQUINE VOICES RESCUE & SANCTUARY | ||||||
| PO BOX 1685 | GREEN VALLEY | AZ | 85622 | PC | CHARITABLE OPERATIONS | $35,000 |
| FORKS COMMUNITY DAYS | ||||||
| 1700 SULLIVAN TRAIL 149 | EASTON | PA | 18040 | NC | CHARITABLE OPERATIONS | $2,000 |
| FOX VALLEY UNITED WAY | ||||||
| 44 EAST GALENA BOULEVARD | AURORA | IL | 60505 | PC | CHARITABLE OPERATIONS | $2,000 |
| FRANKLIN TOWNSHIP VOLUNTEER FIRE DEPARTMENT INC | ||||||
| PO BOX 43 | BROADWAY | NJ | 088080043 | PC | CHARITABLE OPERATIONS | $5,000 |
| FRENCH INSTITUTE - ALLIANCE FRANCAISE | ||||||
| 22 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE OPERATIONS | $10,000 |
| GREENS FARMS ACADEMY INC | ||||||
| 35 BEACHSIDE AVENUE PO BOX 998 | GREENS FARMS | CT | 068380998 | PC | CHARITABLE OPERATIONS | $10,000 |
| GWINNETT FIRE EMPLOYEE BENEVOLENT FUND | ||||||
| 408 HURRICANE SHOALS ROAD | LAWRENCEVILLE | GA | 30046 | PC | CHARITABLE OPERATIONS | $5,000 |
| HECKTOWN VOLUNTEER FIRE COMPANY | ||||||
| 230 NAZARETH PIKE | BETHLEHEM | PA | 18020 | NC | CHARITABLE OPERATIONS | $5,000 |
| HISTORIC BETHLEHEM MUSEUMS AND SITES | ||||||
| 74 WEST BROAD STREET 310 | BETHLEHEM | PA | 180185830 | PC | CHARITABLE OPERATIONS | $5,000 |
| HOMES FOR OUR TROOPS INC | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PC | CHARITABLE OPERATIONS | $50,000 |
| INLAND SOUTHERN CALIFORNIA UNITED WAY | ||||||
| 1835 CHICAGO AVENUE B | RIVERSIDE | CA | 92507 | PC | CHARITABLE OPERATIONS | $2,000 |
| KING BAUDOUIN FOUNDATION US INC | ||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PC | CHARITABLE OPERATIONS | $10,000 |
| LAFAYETTE COLLEGE | ||||||
| 730 SULLIVAN ROAD 030 MARQUIS HALL | EASTON | PA | 180421778 | PC | CHARITABLE OPERATIONS | $10,000 |
| LAWRENCEVILLE FIRE DEPARTMENT | ||||||
| PO BOX 177 | LAWRENCEVILLE | PA | 16929 | PC | CHARITABLE OPERATIONS | $5,000 |
| LEHIGH UNIVERSITY | ||||||
| 306 SOUTH NEW STREET 451 | BETHLEHEM | PA | 18015 | PC | CHARITABLE OPERATIONS | $10,000 |
| LEHIGH VALLEY COMMUNITY FOUNDATION | ||||||
| 840 WEST HAMILTON STREET SUITE 310 | ALLENTOWN | PA | 181012456 | PC | CHARITABLE OPERATIONS | $5,000 |
| LEHIGH VALLEY HEALTH NETWORK | ||||||
| PO BOX 4000 | ALLENTOWN | PA | 18105 | SO III FI | CHARITABLE OPERATIONS | $20,000 |
| LOWER MACUNGIE FIRE DEPARTMENT | ||||||
| PO BOX 3002 | WESCOSVILLE | PA | 18106 | PC | CHARITABLE OPERATIONS | $5,000 |
| LYCOMING COUNTY UNITED WAY INC | ||||||
| 1 W 3RD ST STE 208 | WILLIAMSPORT | PA | 17701 | PC | CHARITABLE OPERATIONS | $5,000 |
| MACUNGIE AMBULANCE CORPS | ||||||
| BOX 114 | MACUNGIE | PA | 18062 | PC | CHARITABLE OPERATIONS | $5,000 |
| MANSFIELD FIREFIGHTERS IAFF LOCAL 1820 | ||||||
| 10 PLYMOUTH STREET | MANSFIELD | MA | 02048 | GOV | CHARITABLE OPERATIONS | $5,000 |
| MAYO CLINIC | ||||||
| 200 FIRST STREET SW TAX | ROCHESTER | MN | 55905 | PC | CHARITABLE OPERATIONS | $10,000 |
| MCMINNVILLE FIRE DEPT | ||||||
| 313 EAST MAIN STREET | MCMINNVILLE | TN | 37110 | GOV | CHARITABLE OPERATIONS | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 100656007 | PC | CHARITABLE OPERATIONS | $5,000 |
| MINSI TRAILS COUNCIL BOY SCOUTS OF AMERICA TRUST | ||||||
| PO BOX 20624 | LEHIGH VALLEY | PA | 18002 | SO I | CHARITABLE OPERATIONS | $10,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | CHARITABLE OPERATIONS | $25,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | PC | CHARITABLE OPERATIONS | $35,000 |
| NATIONAL FALLEN FIREFIGHTERS FOUNDATION | ||||||
| 16825 SOUTH SETON AVENUE | EMMITSBURG | MD | 217278920 | PC | CHARITABLE OPERATIONS | $1,000 |
| NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATION | ||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | PC | CHARITABLE OPERATIONS | $50,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | CHARITABLE OPERATIONS | $10,000 |
| NORTHEASTERN UNIVERSITY | ||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | CHARITABLE OPERATIONS | $10,000 |
| PARKLAND AQUATIC CLUB INC | ||||||
| 1 TEKPARK 9999 HAMILTON BL 120 | BREINIGSVILLE | PA | 18031 | PC | CHARITABLE OPERATIONS | $2,000 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES INC | ||||||
| 3200 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | PC | CHARITABLE OPERATIONS | $10,000 |
| REACHING U A FOUNDATION FOR URUGUAY | ||||||
| 328 CRANDON BOULEVARD SUITE 119-308 | KEY BISCAYNE | FL | 33149 | PC | CHARITABLE OPERATIONS | $150,000 |
| RIVERSIDE CITY FIRE DEPT | ||||||
| 2990 NW VIVION ROAD | RIVERSIDE | MO | 64150 | GOV | CHARITABLE OPERATIONS | $5,000 |
| SAN BERNARDINO STATION #232 | ||||||
| 6065 NORTH PALM AVENUE | SAN BERNARDINO | CA | 92407 | GOV | CHARITABLE OPERATIONS | $5,000 |
| ST BALDRICK'S FOUNDATION INC | ||||||
| 1333 SOUTH MAYFLOWER AVENUE 400 | MONROVIA | CA | 91016 | PC | CHARITABLE OPERATIONS | $10,000 |
| ST LAWRENCE UNIVERSITY | ||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | PC | CHARITABLE OPERATIONS | $5,000 |
| ST MATTHEW'S HOUSE INC | ||||||
| 2001 AIRPORT ROAD SOUTH | NAPLES | FL | 34112 | PC | CHARITABLE OPERATIONS | $15,000 |
| STAFFORD FIRE FIGHTERS CLUB INC | ||||||
| 2702 SOUTH MAIN | STAFFORD | TX | 77477 | PC | CHARITABLE OPERATIONS | $5,000 |
| SUFFOLK UNIVERSITY | ||||||
| 8 ASHBURTON PLACE | BOSTON | MA | 02108 | PC | CHARITABLE OPERATIONS | $2,500 |
| SUSAN D FLYNN ONCOLOGY NURSING DEVELOPMENT PROGRAM INC | ||||||
| 123 HARBOR DRIVE UNIT 302 | STAMFORD | CT | 06902 | PC | CHARITABLE OPERATIONS | $4,914 |
| SVDP OF NOTRE DAME OF BETHLEHEM | ||||||
| 1835 CATASAQUA ROAD | BETHLEHEM | PA | 18018 | PC | CHARITABLE OPERATIONS | $1,000 |
| TATE AMERICAS FOUNDATION | ||||||
| 520 WEST 27TH STREET UNIT 404 | NEW YORK | NY | 10001 | PC | CHARITABLE OPERATIONS | $15,000 |
| THE ALS ASSOCIATION INC WISCONSIN CHAPTER | ||||||
| 3333 NORTH MAYFAIR ROAD 104 | WAUWATOSA | WI | 532223219 | PC | CHARITABLE OPERATIONS | $2,000 |
| THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | PC | CHARITABLE OPERATIONS | $5,000 |
| THE CHILDREN'S HOME OF EASTON INC | ||||||
| 2000 SOUTH 25TH STREET | EASTON | PA | 18042 | PC | CHARITABLE OPERATIONS | $5,000 |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC | ||||||
| 3145 HAMILTON BOULEVARD BYPASS | ALLENTOWN | PA | 18103 | PC | CHARITABLE OPERATIONS | $10,000 |
| THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC | ||||||
| 3145 HAMILTON BOULEVARD BYPASS | ALLENTOWN | PA | 18103 | PC | CHARITABLE OPERATIONS | $10,000 |
| THE EVERGLADES FOUNDATION INC | ||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | PC | CHARITABLE OPERATIONS | $2,500 |
| THE HUMANE SOCIETY OF NEW YORK | ||||||
| 306 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE OPERATIONS | $35,000 |
| THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | PC | CHARITABLE OPERATIONS | $10,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 222031606 | PC | CHARITABLE OPERATIONS | $5,000 |
| THE NEW YORK AND PRESBYTERIAN HOSPITAL | ||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | PC | CHARITABLE OPERATIONS | $35,000 |
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS | ||||||
| 270 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | PC | CHARITABLE OPERATIONS | $6,000 |
| THE UNITED WAY OF CENTRAL MARYLAND INC | ||||||
| 1800 WASHINGTON BOULEVARD 340 | BALTIMORE | MD | 21230 | PC | CHARITABLE OPERATIONS | $2,000 |
| THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN | ||||||
| 41 NORTH THIRD STREET | EASTON | PA | 18042 | PC | CHARITABLE OPERATIONS | $5,000 |
| TUALATIN VALLEY FIRE & RESCUE NON-UNION | ||||||
| 11945 SW 70TH AVENUE | TIGARD | OR | 972238566 | GOV | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF BRISTOL TN-VA INC | ||||||
| PO BOX 696 | BRISTOL | TN | 376210696 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF CENTRAL & SOUTHERN UTAH | ||||||
| 148 NORTH 100 WEST | PROVO | UT | 84603 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF CENTRAL JERSEY INC | ||||||
| 32 FORD AVE | MILLTOWN | NJ | 08850 | PC | CHARITABLE OPERATIONS | $2,000 |
| UNITED WAY OF DENTON COUNTY INC | ||||||
| 1314 TEASLEY LANE | DENTON | TX | 76205 | PC | CHARITABLE OPERATIONS | $2,000 |
| UNITED WAY OF EASTERN UTAH | ||||||
| 81 N 200 E | PRICE | UT | 84501 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF GREATER ATLANTA INC | ||||||
| 40 COURTLAND STREET | ATLANTA | GA | 30303 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 770075813 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF GREATER KANSAS CITY INC | ||||||
| 4801 MAIN STREET STE 425 | KANSAS CITY | MO | 64112 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF GREATER PLYMOUTH COUNTY INC | ||||||
| 934 WEST CHESTNUT STREET | BROCKTON | MA | 023015538 | PC | CHARITABLE OPERATIONS | $2,000 |
| UNITED WAY OF NORTHEAST FLORIDA INC | ||||||
| 40 EAST ADAMS STREET 200 | JACKSONVILLE | FL | 32202 | PC | CHARITABLE OPERATIONS | $2,000 |
| UNITED WAY OF ODESSA INC | ||||||
| PO BOX 632 | ODESSA | TX | 79760 | PC | CHARITABLE OPERATIONS | $2,000 |
| UNITED WAY OF THE CAPE FEAR AREA INC | ||||||
| 127 GRACE STREET | WILMINGTON | NC | 28401 | PC | CHARITABLE OPERATIONS | $5,000 |
| UNITED WAY OF THE COLUMBIA-WILLAMETTE | ||||||
| 619 SW 11TH AVENUE STE 300 | PORTLAND | OR | 972052646 | PC | CHARITABLE OPERATIONS | $2,000 |
| UNITED WAY OF THE GREATER LEHIGH VALLEY | ||||||
| 1110 AMERICAN PARKWAY NE F-120 | ALLENTOWN | PA | 18109 | PC | CHARITABLE OPERATIONS | $162,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | ||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 20740 | PC | CHARITABLE OPERATIONS | $10,000 |
| UNIVERSITY OF MIAMI - SCHOOL OF MEDICINE | ||||||
| PO BOX 248106 | CORAL GABLES | FL | 331242912 | PC | CHARITABLE OPERATIONS | $5,000 |
| VALLEY YOUTH HOUSE COMMITTEE INC | ||||||
| 3400 HIGH POINT BLVD | BETHLEHEM | PA | 18017 | PC | CHARITABLE OPERATIONS | $15,000 |
| VENETIAN HERITAGE INC | ||||||
| PO BOX 1358 | NEW YORK | NY | 10150 | PC | CHARITABLE OPERATIONS | $10,000 |
| VIA OF THE LEHIGH VALLEY INC | ||||||
| 336 WEST SPRUCE STREET | BETHLEHEM | PA | 18018 | PC | CHARITABLE OPERATIONS | $5,000 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | PC | CHARITABLE OPERATIONS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,189,628 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,570 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $590,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$189,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $530,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $530,526 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| HECKTOWN VOLUNTEER FIRE COMPANY | ||
| 1a(1) | $5,000 | GRANT |
| FORKS COMMUNITY DAYS | ||
| 1a(1) | $2,000 | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTAULIC COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4901 KESSLERSVILLE ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,003,675 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $1,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,837 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HECKTOWN VOLUNTEER FIRE COMPANY | ||||||||||
| 230 NAZARETH PIKE | BETHLEHEM | PA | 18020 | 2024-09-09 | $5,000 | TO FUND COMPUTER EQUIPMENT USED FOR EDUCATING, TRAINING, PLANNING, AND COMMUNICATING WITH EMERGENCY SERVICES. | $5,000 | NONE | 7/21/25 | GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. |
| FORKS COMMUNITY DAYS | ||||||||||
| 1700 SULLIVAN TRAIL 149 | EASTON | PA | 18040 | 2024-01-10 | $2,000 | TO HOST AN EVENT TO COMBAT COMMUNITY DETERIORATION. | $2,000 | NONE | 9/16/25 | GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (70 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PNC FINANCIAL SERVICES HYBRID 06/12/2029 USD SR LIEN | $15,305 | $15,305 |
| PIEDMONT NATURAL GAS CO 3.5% 06/01/2029 USD SR LIEN | $15,128 | $15,128 |
| PHILIP MORRIS INTERNATIONAL IN 5.375% 02/15/2033 USD | $16,360 | $16,360 |
| ORACLE CORPORATION 2.875% 03/25/2031 USD SR LIEN NEXT | $45,277 | $45,277 |
| NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD SR LIEN | $33,719 | $33,719 |
| NATIONAL GRID PLC 5.418% 01/11/2034 USD SR LIEN NEXT | $12,279 | $12,279 |
| MORGAN STANLEY HYBRID 05/04/2027 USD SR LIEN CPN | $8,650 | $8,650 |
| PROLOGIS, L.P. 2.125% 04/15/2027 USD SR LIEN NEXT CALL DT. | $15,233 | $15,233 |
| MORGAN STANLEY HYBRID 02/01/2029 USD SR LIEN CPN | $41,989 | $41,989 |
| LOWE'S COMPANIES, INC. 5.15% 07/01/2033 USD SR LIEN | $15,310 | $15,310 |
| KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN NEXT CALL | $37,216 | $37,216 |
| JPMORGAN CHASE & CO. HYBRID 05/01/2028 USD SR LIEN | $46,920 | $46,920 |
| MORGAN STANLEY HYBRID 12/10/2026 USD SR LIEN CPN | $14,474 | $14,474 |
| AEP TEXAS INC 2.1% 07/01/2030 USD SER I SR LIEN NEXT CALL | $20,807 | $20,807 |
| RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN NEXT | $17,258 | $17,258 |
| VERIZON COMMUNICATIONS INC. 4.4% 11/01/2034 USD SR | $13,077 | $13,077 |
| UNITEDHEALTH GROUP INC 4.625% 07/15/2035 USD SR LIEN | $14,487 | $14,487 |
| U.S. BANCORP HYBRID 06/12/2029 USD SR LIEN CPN 06/12/23 | $21,542 | $21,542 |
| TRUIST FINANCIAL CORPORATION HYBRID MTN 07/28/2033 | $29,938 | $29,938 |
| TORONTO-DOMINION BANK (THE) MTN 1.25% 09/10/2026 | $35,088 | $35,088 |
| T-MOBILE USA, INC. 3.5% 04/15/2025 SER WI SR LIEN | $16,046 | $16,046 |
| TARGET CORPORATION 4.5% 09/15/2032 USD SR LIEN NEXT | $13,730 | $13,730 |
| TARGET CORPORATION 1.95% 01/15/2027 USD SR LIEN NEXT | $50,894 | $50,894 |
| STATE STREET CORPORATION HYBRID 12/03/2029 USD SR | $15,604 | $15,604 |
| STATE STREET CORP HYBRID 11/21/2029 USD SR LIEN CPN | $33,090 | $33,090 |
| SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN | $14,602 | $14,602 |
| ROPER TECHNOLOGIES, INC. 2.0% 06/30/2030 USD SR LIEN | $28,976 | $28,976 |
| REALTY INCOME CORPORATION 4.9% 07/15/2033 USD SR | $14,881 | $14,881 |
| REALTY INCOME CORPORATION 3.0% 01/15/2027 USD SR | $21,584 | $21,584 |
| REALTY INCOME CORP 5.125% 02/15/2034 USD SR LIEN NEXT | $16,990 | $16,990 |
| VIRGINIA ELEC & POWER CO 3.5% 03/15/2027 USD SER A SR | $24,626 | $24,626 |
| INTEL CORPORATION 5.2% 02/10/2033 USD SR LIEN NEXT CALL | $34,560 | $34,560 |
| INTERCONTINENTAL EXCHANGE, INC 4.35% 06/15/2029 USD | $21,563 | $21,563 |
| HEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 SER | $39,401 | $39,401 |
| CANADIAN IMPERIAL BAN) OF COMM 5.26% 04/08/2029 USD | $15,301 | $15,301 |
| BURLINGTON NORTHERN SANTA FE, 3.0% 04/01/2025 SR LIEN | $63,221 | $63,221 |
| BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR | $27,793 | $27,793 |
| BROADCOM INC. 5.0% 04/15/2030 USD SER WI SR LIEN NEXT | $28,300 | $28,300 |
| BP CAP MARKETS AMERICA 3.588% 04/14/2027 USD SER SR | $35,470 | $35,470 |
| BIOGEN INC. 2.25% 05/01/2030 USD SR LIEN NEXT CALL DT. 02 | $48,582 | $48,582 |
| BANK OF NY MELLON CORP HYBRID 02/01/2029 USD SR LIEN | $48,539 | $48,539 |
| BANK OF NEW YORK MELLON CORPOR HYBRID MTN | $16,817 | $16,817 |
| BAN) OF AMERICA CORPORATION HYBRID MTN 02/07/2030 | $52,630 | $52,630 |
| B.A.T. INTERNATIONAL FINANCE P 5.931% 02/02/2029 USD SR | $21,091 | $21,091 |
| AUTONATION INC 3.85% 03/01/2032 USD SR LIEN NEXT CALL | $16,378 | $16,378 |
| AT&T INC. 4.3% 02/15/2030 USD SER WI SR LIEN NEXT CALL DT. | $29,556 | $29,556 |
| AMGEN INC. 5.25% 03/02/2033 USD SR LIEN NEXT CALL DT. 12 | $20,208 | $20,208 |
| AMERICAN EXPRESS CO HYBRID 07/28/2027 USD SR LIEN CPN | $65,137 | $65,137 |
| ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 USD SR | $14,146 | $14,146 |
| AIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN | $13,358 | $13,358 |
| AGILENT TECHNOLOGIES INC 2.1% 06/04/2030 USD SR LIEN | $28,467 | $28,467 |
| CANADIAN IMPERIAL BANK OF COMM 5.001% 04/28/2028 | $25,291 | $25,291 |
| HP INC. 2.2% 06/17/2025 SR LIEN NEXT CALL DT. 05 17 25 S&P | $25,700 | $25,700 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 05/10/2033 USD | $25,518 | $25,518 |
| EBAY INC 2.7% 03/11/2030 USD SR LIEN NEXT CALL DT. 12 11 29 | $15,394 | $15,394 |
| FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN | $27,238 | $27,238 |
| FEDERATED HERMES HIGH YIELD BOND FUND | $1,217,202 | $1,217,202 |
| EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN NEXT | $38,470 | $38,470 |
| ENERGY TRANSFER PARTNERS 4.2% 04/15/2027 USD SR LIEN | $27,876 | $27,876 |
| ENBRIDGE INC 5.7% 03/08/2033 USD SR LIEN NEXT CALL DT. 12 | $29,834 | $29,834 |
| EMERSON ELECTRIC CO 1.8% 10/15/2027 USD SR LIEN NEXT | $33,582 | $33,582 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD | $15,533 | $15,533 |
| EATON VANCE INCOME FUND OF BOSTON | $1,272,799 | $1,272,799 |
| WELLS FARGO & COMPANY HYBRID MTN 02/11/2026 USD SR | $65,324 | $65,324 |
| DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN NEXT | $43,235 | $43,235 |
| CROWN CASTLE INC 5.0% 01/11/2028 USD SR LIEN NEXT CALL | $22,497 | $22,497 |
| COMCAST CORP 3.4% 04/01/2030 USD SR LIEN NEXT CALL DT. | $15,010 | $15,010 |
| CITIZENS FINANCIAL GROUP 3.25% 04/30/2030 USD SR LIEN | $14,546 | $14,546 |
| CITIGROUP INC. HYBRID 04/23/2029 USD SR LIEN CPN | $30,311 | $30,311 |
| CITIGROUP INC. HYBRID 03/17/2026 USD SR LIEN CPN | $15,087 | $15,087 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE INTERNATIONAL INDEX FUND | $1,314,978 | $1,314,978 |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND | $905,596 | $905,596 |
| GS GQG PARTNERS INTERNATIONAL OPP FUND | $842,415 | $842,415 |
| ISHARES S&P 500 INDEX FUND | $9,687,625 | $9,687,625 |
| SSGA HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND | $1,101,371 | $1,101,371 |
| SSGA EMERGING MARKET EQUITY INDEX FUND | $445,270 | $445,270 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,798,455 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,798,455 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE CREDIT MANAGERS IV OFFSHORE | FMV | $228,582 | $228,582 |
| GS STRATEGIC FACTOR ALLOCATION FUND | FMV | $1,236,638 | $1,236,638 |
| GS TACTICAL TILT OVERLAY FUND | FMV | $1,863,474 | $1,863,474 |
| VINTAGE IX B OFFSHORE SCSP | FMV | $605,444 | $605,444 |
| E&F PRIVATE EQUITY MANAGERS (2022) OFFSHORE | FMV | $271,710 | $271,710 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,586,734 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $35,098 | Amt |
| Net Investment Income | $35,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $7,090 | $7,090 | $0 |
| EXCISE TAX | $9,879 | $0 | $0 |
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